Ideas & Enhancements

5.0 generally seems to require a lot more mouse clicks than 4.x. Taking your hands off the keyboard and over to the mouse is cumbersome. This is especially an issue me when generating a document. For example, searching for the document, you have t...

The user wanted to be able to create mutiple checks from the value tab rather than going through one by one to make a check out of it. It can be used for DTF since it needs to push the check to QB integrator but need to be able to do all DTF at on...

Expand the size of the comment text box for user defined tabs.If we are in the counsel tab and we are adding comments it expand to the next line and makes it easy to read. If I were in the record/request tab (user defined tab) when entering data i...

Add ability to toggle through notes with a front/back arrow as in 4x and 5x

Right now it is a faint gray, and we are finding it very difficult to read. We would like to adjust it to be black.

Name at top left of case when opened to stay as the primary on the case's name rather than changing. This just causes confusion as to who's case you are in at any given time.

Can we please have a way to batch-request checks on a case? Adding payment and requesting checks one item at a time is very time-consuming.

You should be able to click on the icon and take you back to the home screen with your appointments and checklists

Intakes are not nearly robust enough to fill the function that they were intended to fill. They need a checklist, a note tab, and so many other things that they should be set up exactly like cases. Intakes can live as intakes and be worked as inta...

There is no option to undo if the special note is deleted using the 'Clear' button. An 'Undo' button should be added in case the special note is accidentally cleared.